The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   2,211,566 19,398 SH   SOLE   19,398 0 0
ABBVIE INC COM 00287Y109   3,120,184 15,800 SH   SOLE   15,800 0 0
ALNYLAM PHARMACUETCL COM 02043Q107   2,665,041 9,690 SH   SOLE   8,300 0 1,390
AMGEN INC COM 031162100   2,284,469 7,090 SH   SOLE   5,370 0 1,720
AMICUS THERAPEUTICS COM 03152W109   1,509,458 141,335 SH   SOLE   132,620 0 8,715
APELLIS PHARMACEUTIC COM 03753U106   297,052 10,300 SH   SOLE   7,850 0 2,450
ARCUS BIOSCIENCES COM 03969F109   1,154,731 75,522 SH   SOLE   70,852 0 4,670
ARGENX SE SP ADR 04016X101   2,166,694 3,997 SH   SOLE   3,540 0 457
ARVINAS INC COM 04335A105   1,128,793 45,830 SH   SOLE   43,150 0 2,680
ASCENDIS PHARMA A S SP ADR 04351P101   319,673 2,141 SH   SOLE   1,600 0 541
ASTRAZENECA SP ADR 046353108   2,472,879 21,340 SH   SOLE   16,250 0 5,090
BEIGENE LIMITED SP ADR 07725L102   592,033 2,637 SH   SOLE   2,010 0 627
BIOMARIN PHARMAC INC COM 09061G101   2,591,592 36,870 SH   SOLE   33,900 0 2,970
BIOGEN INC COM 09062X103   1,168,274 6,027 SH   SOLE   4,602 0 1,425
BIONTECH SE SP ADR 09075V102   1,562,419 13,155 SH   SOLE   12,150 0 1,005
BLUEPRINT MEDICINES COM 09627Y109   1,380,100 14,920 SH   SOLE   13,610 0 1,310
BOSTON SCIENTIFIC COM 101137107   2,767,579 33,026 SH   SOLE   33,026 0 0
BOUNDLESS BIO INC COM 10170A100   2,354,652 678,574 SH   SOLE   678,574 0 0
BRIDGEBIO PHARMA INC COM 10806X102   384,064 15,085 SH   SOLE   11,500 0 3,585
BRISTOL MYERS SQUIBB COM 110122108   2,587,000 50,000 SH   SOLE   50,000 0 0
CVS HEALTH CORP COM 126650100   1,603,440 25,500 SH   SOLE   25,500 0 0
COGENT BIOSCIENCES I COM 19240Q201   911,520 84,400 SH   SOLE   78,500 0 5,900
CONTINEUM THERA CL A 21217B100   15,328,977 800,887 SH   SOLE   800,887 0 0
CRINETICS PHARMACE COM 22663K107   296,380 5,800 SH   SOLE   4,400 0 1,400
CYTOKINETICS INC COM 23282W605   1,509,710 28,593 SH   SOLE   26,500 0 2,093
DANAHER CORP COM 235851102   1,327,546 4,775 SH   SOLE   4,775 0 0
DEXCOM INC COM 252131107   717,328 10,700 SH   SOLE   10,700 0 0
EDWARDS LIFESCIENCE COM 28176E108   1,705,842 25,850 SH   SOLE   25,850 0 0
ENGENE HOLDINGS INC COM 29286M105   621,845 94,219 SH   SOLE   88,919 0 5,300
EVOLENT HEALTH INC CL A 30050B101   1,102,920 39,000 SH   SOLE   39,000 0 0
EXELIXIS INC COM 30161Q104   285,710 11,010 SH   SOLE   8,400 0 2,610
GERON CORP COM 374163103   208,840 46,000 SH   SOLE   46,000 0 0
GILEAD SCIENCES INC COM 375558103   5,119,690 61,065 SH   SOLE   50,800 0 10,265
GOODRX HLDGS INC COM 38246G108   805,040 116,000 SH   SOLE   116,000 0 0
HUMANA INC COM 444859102   690,810 2,181 SH   SOLE   2,181 0 0
ILLUMINA INC COM 452327109   749,205 5,745 SH   SOLE   4,370 0 1,375
INARI MED INC COM 45332Y109   1,031,000 25,000 SH   SOLE   25,000 0 0
INSMED INC COM 457669307   706,713 9,681 SH   SOLE   7,371 0 2,310
INTRA CELLULAR THERA COM 46116X101   470,483 6,430 SH   SOLE   4,900 0 1,530
INTUITIVE SURGIC INC COM 46120E602   1,498,374 3,050 SH   SOLE   3,050 0 0
IONIS PHARMACEUTICAL COM 462222100   378,166 9,440 SH   SOLE   7,200 0 2,240
IQVIA HOLDINGS INC COM 46266C105   1,800,972 7,600 SH   SOLE   7,600 0 0
ISHARES TRUST 0-3 MNTH TREASRY 46436E718   1,531,096 15,200 SH   SOLE   0 0 15,200
PERSPECTIVE THERAPEU COM 46489V302   272,340 20,400 SH   SOLE   15,500 0 4,900
ITEOS THERAPEUTICS COM 46565G104   159,787 15,650 SH   SOLE   11,800 0 3,850
J P MORGAN EXCHANGE ULTRA SHRT ETF 46641Q837   126,850 2,500 SH   SOLE   0 0 2,500
JOHNSON & JOHNSON COM 478160104   4,197,354 25,900 SH   SOLE   25,900 0 0
KYVERNA THERAPEUTICS COM 501976104   111,981 22,900 SH   SOLE   17,500 0 5,400
LEGEND BIOTECH CORP SP ADR 52490G102   1,325,456 27,200 SH   SOLE   18,600 0 8,600
LENZ THERAPEUTICS COM 52635N103   23,199,796 977,245 SH   SOLE   977,245 0 0
LILLY ELI & CO COM 532457108   9,741,796 10,996 SH   SOLE   10,996 0 0
MADRIGAL PHARMACEUTI COM 558868105   221,770 1,045 SH   SOLE   800 0 245
MEDPACE HOLDINGS COM 58506Q109   362,507 1,086 SH   SOLE   830 0 256
MERCK & CO INC COM 58933Y105   2,725,440 24,000 SH   SOLE   24,000 0 0
MINERALYS THERAPEUTI COM 603170101   3,990,402 329,513 SH   SOLE   327,183 0 2,330
MODERNA INC COM 60770K107   932,947 13,960 SH   SOLE   10,650 0 3,310
MOONLAKE IMMUNOTHERA CLASS A ORD 61559X104   1,374,348 27,258 SH   SOLE   25,687 0 1,571
NEUROCRINE BIOSCIENC COM 64125C109   1,441,978 12,515 SH   SOLE   11,800 0 715
NOVO-NORDISK AS ADR 670100205   261,954 2,200 SH   SOLE   2,200 0 0
OLEMA PHARMACEUTICAL COM 68062P106   787,801 65,980 SH   SOLE   61,850 0 4,130
OPTION CARE HEALTH COM 68404L201   1,252,000 40,000 SH   SOLE   40,000 0 0
PTC THERAPEUTICS I COM 69366J200   281,960 7,600 SH   SOLE   5,800 0 1,800
PFIZER INC COM 717081103   3,317,971 114,650 SH   SOLE   114,650 0 0
REGENERON PHARMCTCLS COM 75886F107   3,574,216 3,400 SH   SOLE   2,700 0 700
REVOLUTION MEDICIN COM 76155X100   291,601 6,430 SH   SOLE   4,900 0 1,530
ROCKET PHARMACEUTICA COM 77313F106   801,284 43,383 SH   SOLE   40,183 0 3,200
SAREPTA THERAPEUTICS COM 803607100   1,538,145 12,316 SH   SOLE   11,020 0 1,296
ARS PHARMACEUTICALS COM 82835W108   1,430,280 98,640 SH   SOLE   92,807 0 5,833
SPRINGWORKS THERAPEU COM 85205L107   320,720 10,010 SH   SOLE   7,600 0 2,410
STRYKER CORP COM 863667101   2,691,387 7,450 SH   SOLE   7,450 0 0
STRUCTURE THERAPEU SP ADR 86366E106   1,070,697 24,395 SH   SOLE   22,650 0 1,745
SUMMIT THERAPEUTICS COM 86627T108   584,730 26,700 SH   SOLE   19,800 0 6,900
TARSUS PHARMACEUTICA COM 87650L103   371,657 11,300 SH   SOLE   8,600 0 2,700
THERMO FISHER SCI COM 883556102   3,247,493 5,250 SH   SOLE   5,250 0 0
TURNSTONE BIOLOGICS COM 90042W100   288,382 517,648 SH   SOLE   517,648 0 0
UNITED THERAPEUTICS COM 91307C102   379,851 1,060 SH   SOLE   805 0 255
UNITEDHEALTH GRP INC COM 91324P102   7,673,925 13,125 SH   SOLE   13,125 0 0
VAXCYTE INC COM 92243G108   1,661,486 14,540 SH   SOLE   12,860 0 1,680
VERA THERAPEUTICS CL A 92337R101   328,318 7,428 SH   SOLE   5,700 0 1,728
VERTEX PHARMA COM 92532F100   2,250,987 4,840 SH   SOLE   3,670 0 1,170
VIATRIS INC COM 92556V106   297,680 25,640 SH   SOLE   19,500 0 6,140
ZAI LAB LTD ADR 98887Q104   1,759,082 72,870 SH   SOLE   61,800 0 11,070
ZIMMER BIOMET HLDS COM 98956P102   1,457,325 13,500 SH   SOLE   13,500 0 0
ICON PLC SHS G4705A100   1,323,924 4,608 SH   SOLE   4,410 0 198
JAZZ PHARMA PLC SHS USD G50871105   253,346 2,274 SH   SOLE   1,750 0 524
MEDTRONIC PLC SHS G5960L103   2,642,381 29,350 SH   SOLE   29,350 0 0
ROIVANT SCIENCES LTD SHS G76279101   520,766 45,127 SH   SOLE   34,500 0 10,627
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   464,805 16,430 SH   SOLE   12,500 0 3,930
ADC THERAPEUTICS SA SHS H0036K147   114,074 36,214 SH   SOLE   27,214 0 9,000
UNIQURE N.V. SHS N90064101   754,290 153,000 SH   SOLE   145,000 0 8,000